UUPSX Mutual Fund

NAV$66.15

Returns Overview

1 Month
+13.65%
3 Months
+6.75%
6 Months
+41.86%
YTD
+6.63%
1 Year
+71.52%
3 Years
+24.32%
5 Years
-2.31%
10 Years
+12.21%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UUPSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Emerging 50 ADR Index(BKTEM)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+0.53%
vs Peers
+6.10%

UUPSX Mutual Fund Performance

UUPSX performance across multiple time periods: 1-month 13.65%, YTD 6.63%, 1-year 71.52%, 3-year 24.32%, 5-year -2.31%, 10-year 12.21%.

UUPSX returns outperform the peer average of 0.53% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

UUPSX performance comparison shows side-by-side returns with another fund. UUPSX alternatives are available in the Mutual Fund Screener.